Montis Financial

Waltham, MA · Privately Held (backing)

Provider of fee-only financial planning and wealth management services intended to help individuals and business owners achieve long-term financial independence through personalized, fiduciary-driven… Montis Financial is based in Waltham, MA.

Last price · $/share

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Implied valuation

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Total raised

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Last round

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Funding — no rounds on record

No funding rounds for Montis Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.

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Montis Financial investors

7 investors are on record for Montis Financial, including The Cambria Group, Pacific Lake, WSC & Company and Partner Ventures. By type, the record holds 3 private equity firms, 1 hedge fund and 1 angel investor.

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7 investors have backed Montis Financial.

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